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HCA Healthcare

506 hedge funds and large institutions have $23.8B invested in HCA Healthcare in 2014 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 169 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 44

26% more funds holding in top 10

Funds holding in top 10: 3544 (+9)

24% more capital invested

Capital invested by funds: $19.2B → $23.8B (+$4.62B)

13% more funds holding

Funds holding: 448506 (+58)

0.47% more ownership

Funds ownership: 76.64%77.1% (+0.47%)

11% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 189

36% less call options, than puts

Call options by funds: $194M | Put options by funds: $304M

Holders
506
Holders Change
+58
Holders Change %
+12.95%
% of All Funds
14.68%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
1.28%
New
107
Increased
169
Reduced
189
Closed
44
Calls
$194M
Puts
$304M
Net Calls
-$110M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VFP
351
Verus Financial Partners
Virginia
$1.24M -$33K -500 -3%
CIBC World Market
352
CIBC World Market
Ontario, Canada
$1.24M +$163K +2,467 +16%
HNB
353
Huntington National Bank
Ohio
$1.23M +$7.87K +119 +0.7%
KT
354
Kanaly Trust
Texas
$1.23M -$23.5K -356 -2%
MOACM
355
Mutual of America Capital Management
New York
$1.19M
GH
356
GAM Holding
Switzerland
$1.16M -$813K -12,300 -43%
BC
357
Brinker Capital
Pennsylvania
$1.14M -$9.98K -151 -0.9%
Creative Planning
358
Creative Planning
Kansas
$1.13M +$25.6K +387 +2%
NCA
359
NCM Capital Advisers
North Carolina
$1.12M
CPIM
360
Columbia Partners Investment Management
Virginia
$1.1M -$243K -3,677 -19%
Parallax Volatility Advisers
361
Parallax Volatility Advisers
California
$1.07M -$455K -6,891 -31%
US Bancorp
362
US Bancorp
Minnesota
$1.07M -$195K -2,943 -16%
PAM
363
Princeton Alpha Management
New Jersey
$1.06M +$992K +15,013 New
NBC
364
Neuberger Berman Canada
Ontario, Canada
$1.05M +$474K +7,165 +93%
NCIM
365
New Century Investment Management
Michigan
$1.03M +$963K +14,564 New
CCM
366
Condor Capital Management
New Jersey
$1.01M +$944K +14,289 New
AAM
367
Advisors Asset Management
Colorado
$992K -$39.5K -598 -4%
OMCS
368
Old Mutual Customised Solutions
South Africa
$952K -$85.9K -1,300 -9%
Voloridge Investment Management
369
Voloridge Investment Management
Florida
$931K +$872K +13,199 New
DL
370
Delta Lloyd
Netherlands
$925K
PA
371
Profund Advisors
Maryland
$913K +$119K +1,808 +16%
VKH
372
Virtu KCG Holdings
New York
$903K -$1.34M -20,336 -61%
P
373
Pitcairn
Pennsylvania
$893K -$23.5K -355 -3%
FQ
374
First Quadrant
California
$848K
SB
375
Suntrust Banks
Georgia
$836K -$86.4K -1,308 -10%

HCA Hedge Fund Activity: Q3 2014 in Review

506 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in HCA Healthcare (HCA) for Q3 2014, worth a combined $23.8B — up 24% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new HCA positions and 44 closed out — a net gain of 63 holders — while 169 added to existing stakes and 189 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $256M. The largest seller was Wellington Management Group, cutting an estimated $299M.

  • 506 institutional investors held HCA Healthcare (HCA) as of Q3 2014, up from 448 in Q2 2014.
  • Funds reported $23.8B of HCA Healthcare stock for Q3 2014, up 24% quarter-over-quarter.
  • 107 funds opened new HCA Healthcare positions in Q3 2014 and 44 closed out, a net change of +63 holders.
  • The largest HCA Healthcare buyer in Q3 2014 was Fidelity Investments, an estimated $256M added.
  • The largest HCA Healthcare seller in Q3 2014 was Wellington Management Group, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2014.